rogerpina

Hey Wayne I give my advisors a daily production sheet that they must turn in daily. It includes things like: 1. Follow up phone calls to past FTA's (3 Daily - must make contact) 2. Calling appointment reminders (3 Daily - Must make contact) 3. Calling last weeks customers to say thank you (3 Daily must make contact) 4. Calling customers who have Previous recommendations (3 daily must make contact) what I mean by must make contact is if they call someone and just left a message it does not count, they must actually make contact with the person for it to count. I hope this helps, this is just a few things that I include in there daily production sheet.